Alison B Rodriguez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 01/2024
  Woodbury Financial Services Inc
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakdale, MN
• 11/2025 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2014-03-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2010-07-13 → 2012-09-17
  Fsc Securities Corporation
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2010-06-21

Other Names

• Alison Shaw
• Alison Shaw
• Alison B Shaw